Author Archives: «Joe Garza»

From jumping in under-prepared to experiencing dwindling profits, there are many reasons you might decide on selling your business. Doing so can have a substantial impact on taxes, cash flow and your lifestyle. To help you potentially maximize the value of a sales deal and keep your assets protected, you should put a strategic plan…

If you haven’t heard about the global ransomware attack that disrupted hospitals, schools and factories, you’ve probably been living under a rock. This cyber attack spread across the planet on Friday. By Monday had locked up computers in more than 150 countries. The real news in that cybersecurity stock is now on the rise because…

If you’re known for your deep pockets, you’ve got a much higher chance of a lawsuit being filed against you at some point in your lifetime. It doesn’t matter if you’ve come into some money on your own or were born into a wealthy family, you need to start thinking about protecting yourself and your…

Our lawyers and strategic planners work day to day maximizing our clients’ wealth with a number of proven techniques. Whether that be protecting assets or planning the sale of a business or even saving them money come tax time, we help wealthy clients keep their hard-earned cash in their pocket. With all the talks of…

Estate planning is no easy task. It’s even less appealing when you think about the circumstances that might require you to. With a whirlwind of emotions going through your mind, it’s hard enough to think about your regular responsibilities. Now added ones just dropped in your lap. We strongly urge families to hire lawyers or financial…

The most common concern we see in clients about estate planning is the fear of getting boxed in and taking losses. The world of estate planning is volatile, but just because laws and regulations are bound to change, does not mean you should skip planning altogether. Wait & See Estate Planning lets high-net-worth clients like…

Republicans in congress are all talking about repealing and replacing Obamacare. We hear about it almost everyday. As important as a good healthcare plan is, be it Obamacare or something else, people are more concerned about another issue that’s tied in with the repeal – tax cuts. Trump and company have repeatedly announced that there…

Financial planners are not just for the wealthy CEOs driving around (or even being driven) in their shiny, black company cars. There are different levels of advisers and you have to pick one that fits your budget. However, most of us could definitely use some help with our finances, especially when it comes to investments,…

Who doesn’t love a business with American roots that holds their corporate office right here in America. America, people! We all love it, that is until it means higher prices. And these higher prices are largely due to the whopping 40% corporate tax businesses have to pay in the good, old US of A. Hopping…

We’ve all heard and read about Donald Trump’s near billion dollar loss by now, but it turns out that Donald Trump’s tax scandal could be considered small potatoes when we look at how wealthy companies “cheat” the tax system every year. Through charity spending write-offs, different property schemes, investments and taking private jets to offshore…